Conditional Fields allow administrators to control how fields behave when creating or editing records.
Depending on your rules, fields can be:
- Required: Users must fill out these fields before saving.
- Review: Users are prompted to fill these fields when editing existing records.
- Disabled: Users cannot edit these fields.
- No Change: Fields remain unchanged—no restrictions applied.
How to Set Up Conditional Fields
- Go to Settings in the lower-left corner.
- Click on Data Entry and then Conditional Fields.
- Select the record type you want to apply the rule to.
- Click + Create new rule in the upper right corner.
- Name your rule and add a description (optional but helpful).
- Set the criteria for when the rule should apply.
- Choose which fields to restrict and how:
- Set fields to 'Required', 'Review', or 'Disabled'.
- Click Save to activate your rule.
Example: Making Sure Key Info Isn’t Missed
Let’s say you want to ensure every person record has a first name. You can set up a rule like this:- Criteria: First name is blank
- Actions:
- Set First name to required
- Set Last name and Work phone to require review
- Set Source to disabled
What Happens When Rules Are Active?
- If a user tries to save a record without meeting the rule’s criteria, they’ll see clear error messages in the lower left of the form.
- The form will list what needs to be fixed before saving.